01
Step 1
Start with orders, returns, currency, timezone, reporting window and chosen sales definition.
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Spark playbook scenarios · Spark: AI Store Assistant
Create a sales dashboard with clear metric definitions
A merchant needs a consistent view of business performance across reporting periods. In this case, the immediate task is to create a sales dashboard with clear metric definitions. The workflow should produce a sales report with definitions and reconciliation notes, using the merchant's actual records and constraints.
Topic
Sales and Store Analytics
Target keyword
shopify sales dashboard
Copyable AI prompt
A prompt you can drop directly into Spark
First replace every [bracketed] placeholder with real store scope and constraints, then add any actual records or data you have, and paste it into your preferred AI assistant or Spark agent. Spark will follow this page's workflow to produce structured output and verification steps.
ai-prompt.txt
Act as a Shopify operations specialist.
Help me create a sales dashboard with clear metric definitions.
My store context is [describe the business, products and target audience].
My scope is [specify the affected products, pages, customers or reporting period]. Use these inputs: [provide orders, returns, currency, timezone, reporting window and chosen sales definition]. Normalize dates and definitions, calculate the requested view and reconcile totals while separating observed changes from proposed explanations.
Return a sales report with definitions and reconciliation notes for the specified task.
Show the relevant evidence or before-and-after examples and explain how I can verify the result.
If essential data is missing, ask for it and mark unsupported conclusions as unknown.
Do not invent metrics, product claims or customer facts.
For any publication, message, account or store change, use only connected tools within my explicitly authorized scope and report success only after verification; otherwise provide the draft or proposed steps.Scenario & problem
When does this scenario usually come up?
Start with the business context, the trigger, and the expected output before moving into the execution steps.
A merchant needs a consistent view of business performance across reporting periods. In this case, the immediate task is to create a sales dashboard with clear metric definitions. The workflow should produce a sales report with definitions and reconciliation notes, using the merchant's actual records and constraints.
How to solve
A recommended resolution workflow
Split the work into input, judgment, and deliverable phases. Verify each step's output before moving to the next.
02
Step 2
Normalize dates and definitions, calculate the requested view and reconcile totals while separating observed changes from proposed explanations.
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Step 3
Deliver a sales report with definitions and reconciliation notes; verify the result against the supplied records and identify unresolved inputs.
FAQ
Common questions when running this scenario
Cover decision rules, frequent misunderstandings, and required inputs so the team aligns on prerequisites before execution.
Why can two sales reports disagree?
They may use different date fields, refund treatment, currencies or sales definitions.
Does a sales increase prove stronger performance?
Not by itself. Discounts, returns, costs and acquisition spending may change the business outcome.
What information is needed to investigate this use case?
Start with orders, returns, currency, timezone, reporting window and chosen sales definition. These inputs establish the relevant scope and help separate an actual issue from missing information or an unsuitable comparison. Without them, the result should remain a proposed approach rather than a confirmed diagnosis.
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Next step
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